Practice Marketing Associate (Weston, FL)

Job Description Summary Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks. Responsibilities Assists with processing mass mailings. Contacts prospective and existing clients to offer services or invite them to seminars. Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc. Coordinates seminars including scheduling, room set‑up, menu planning, audio visual aids, and marketing materials. Sets up and confirms appointments. Obtains and maintains “leads” lists. Updates client relationship management system. Performs a variety of administrative functions, including data entry. Performs other duties and responsibilities as assigned. Education and Experience High School Diploma or equivalent and one year’s related work experience preferred. Licenses: None Education: Bachelors—Accounting; Bachelors—Business Administration; Bachelors—Finance Work Experience: General Experience—4 to 6 months Certifications: Travel Less than 25% Workstyle: Resident Compensation and Benefits The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. Guiding Behaviors Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.